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IFGL: iShares International Developed Real Estate ETF (ETF)
Basic Info 19.9 0.05(0.25%) April 18
Asset Class: | Global Real Estate |
MyPlanIQ Rating: | (97%) |
Start Date: | 11/19/2007 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 1.97% |
Expenses | 0.48% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/19/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.6 | -8.1 | -4.0 | -9.6 | -4.5 | -0.4 | 4.4 | -0.6 | 5.4 | -24.2 | 8.3 | -7.6 | 20.7 | -6.4 | 16.9 | 1.4 | -3.9 | 0.8 | 4.6 | 39.6 | -15.6 | 14.7 | 41.8 | -52.1 | -0.8 |
Sharpe Ratio | NA | -1.67 | -0.29 | -0.6 | -0.29 | -0.07 | NA | -0.05 | 0.07 | -1.24 | 0.66 | -0.26 | 2.11 | -0.63 | 2.02 | 0.07 | -0.26 | 0.07 | 0.29 | 2.62 | -0.6 | 0.7 | 1.16 | -1.13 | -0.28 |
Draw Down(%) | NA | 8.5 | 16.0 | 38.5 | 40.4 | 40.4 | NA | 70.3 | 21.7 | 34.3 | 9.1 | 40.4 | 6.5 | 12.5 | 4.4 | 13.1 | 14.7 | 10.4 | 18.7 | 10.7 | 24.9 | 17.2 | 37.6 | 63.2 | 12.1 |
Standard Deviation(%) | NA | 14.1 | 16.6 | 17.2 | 19.6 | 16.6 | NA | 22.1 | 16.9 | 20.8 | 12.5 | 30.4 | 9.1 | 12.3 | 8.0 | 17.1 | 15.1 | 10.9 | 15.6 | 15.2 | 26.2 | 21.0 | 36.0 | 46.8 | 30.4 |
Treynor Ratio | NA | -0.25 | -0.05 | -0.11 | -0.06 | -0.01 | NA | -0.01 | 0.01 | -0.27 | 0.09 | -0.08 | 0.21 | -0.08 | 0.18 | 0.01 | -0.04 | 0.01 | 0.05 | 0.42 | -0.17 | 0.17 | 0.43 | -0.57 | -0.13 |
Alpha | NA | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.02 | -0.02 | -0.03 |
Beta | NA | 0.96 | 1.05 | 0.98 | 0.96 | 0.96 | NA | 0.94 | 1.05 | 0.94 | 0.97 | 0.95 | 0.94 | 0.99 | 0.9 | 0.95 | 0.93 | 0.94 | 1.0 | 0.96 | 0.92 | 0.87 | 0.96 | 0.92 | 0.64 |
RSquared | NA | 0.91 | 0.92 | 0.91 | 0.93 | 0.92 | NA | 0.83 | 0.92 | 0.93 | 0.84 | 0.95 | 0.78 | 0.92 | 0.73 | 0.95 | 0.95 | 0.9 | 0.93 | 0.89 | 0.93 | 0.89 | 0.81 | 0.67 | 0.4 |
Yield(%) | N/A | 0.5 | 2.4 | 2.1 | 3.2 | 3.5 | 6.8 | N/A | 1.8 | 2.1 | 3.5 | 2.0 | 8.6 | 3.7 | 2.5 | 7.3 | 3.4 | 3.5 | 10.7 | 7.4 | 3.4 | 6.6 | 7.8 | 2.5 | 0.0 |
Dividend Growth(%) | N/A | -71.8 | 19.0 | -54.5 | -20.9 | N/A | N/A | N/A | -33.9 | -36.6 | 57.6 | -74.3 | 107.2 | 65.7 | -66.8 | 96.1 | -3.7 | -70.3 | 88.5 | 76.9 | -44.3 | 8.4 | 54.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/2007
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